From a note to clients by analyst Amit Daryanani that blew into my inbox Tuesday.
Apple's encryption, it turns out, is pretty good.

"A fun exercise," Gerwirtz writes, "based on experience, insight, rumors, lies, damned lies, statistics, and absolutely no real clue."

From a note to clients by Loup Venture's Gene Munster that landed in my inbox Monday.

If you could spend 30-minutes of drive time with someone who knows Apple, who would it be?
Thursday's arrest at the Deer Park retail outlet marked the 17th in a year.
Read More Breaking news: Crime wave hits Deer Park Apple Store

Oh, to have been a fly on the wall...
Expects Apple will return to "solid growth" over the next two years.
"Over 2,000 bylines, each one thoroughly reported, crisply rendered, and gloriously drenched with quiet authority."
Read More Podcast: John Markoff of the NYT on covering Apple

Horace Dediu points out that Apple always has been a single-product company but the product changes.
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